Private Client Tax Manager

Job Title: Private Client Tax Manager

Location: City of London - 3 days in office, 2 days from home

Salary: £65,000 - £75,000 (dependent on experience) + benefits!

The Role:

I am looking for a talented Private Client Tax professional who thrives in a dynamic environment and embraces the chance to tackle complex challenges. You will be based with the London team, and be dealing with high-net-worth individuals and their families and trusts, in addition to gaining exposure to variety of projects, including working on international and cross-border tax issues. The role will involve dispute resolution and advisory, and the London team has a strong bias towards more complex cases. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with; OMB restructuring projects such as mergers, demergers, acquisitions, tax due diligence, profit extraction and succession planning; international matters including offshore trusts and structures; and inheritance tax planning. Role responsibilties will include:

  • Managing and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, and offshore structures.
  • Supporting senior staff and partners on complex projects, whilst also gaining exposure to business development initiatives.
  • Overseeing the preparation, submission, and review of annual tax returns of all delegated clients.
  • Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues
  • Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
  • Supporting with business development and marketing initiatives
  • Supporting junior members of the team with their development

The Individual:

  • CTA/ACA/ACCA qualified or equivalent.
  • Professional curiosity and desire for continuous learning
  • IT literate (Excel, Word, tax software)
  • Effective communication skills - verbal and written
  • Ability to supervise junior in the team
  • Organisational skills and the ability to plan and prioritise work accordingly.
  • Client focus/ commercial awareness
  • Ability to work well under pressure

Benefits:

  • Agile Working: Core hours from 10am - 2pm and two home working days, allowing you to balance your work and personal commitments seamlessly.
  • 25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
  • Employee recognition awards: Outstanding Performance Award Bonus discretionary annual bonus, and other recognition initiatives.
  • New and improved programme for succession planning and supportive management structure to help you realise your potential
  • Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
  • And lot's more!
City of London, London
£65000 - £75000 per annum
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